Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,375 | $65,367+6.1% | $92,915-25.3% | $72,976-4.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | -23.78% | 42.11%-65.9pp | 109.45%-133.2pp | 81.02%-104.8pp |
| Employer contribution / active EE | $2,699 | $2,594+4.0% | $3,653-26.1% | $2,440+10.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $651 | $4,251-84.7% | $5,796-88.8% | $5,124-87.3% |